Converting Statements for use with Statement Management in Medisoft

Medisoft Quick Tip: How To Convert A Statement For Use With Statement Management

1. Click on Reports -> Design Custom Reports and Bills.

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2. The Medisoft Report Designer will launch. Click File -> Open Report.

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3. From the Open Report window select “Statement” from the “Show Report Style” selection, select the desired statement to edit and click OK.

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4. The selected statement will open; Click File -> Report Properties.

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5. From the Report Properties window click the “Convert” button.

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6. Click “OK” from the Convert Statement window. *It is not recommended that “Delete copy of the old Statement file” be selected at this point in the event something undesired occurs; the original statement can be deleted at any time from Tools -> Add/Copy User Reports.

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7. You will receive a confirmation message that the Statement converted successfully, click OK. And close the Medisoft Report Designer.

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8. The report will now be available for use in Statement Management

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